The GRAT (Grantor Retained Annuity Trust) It may seem counterintuitive to consider wealth transfer opportunities as financial markets continue to experience volatility with the spread of [...]
What is estate administration? An estate administration is the process of winding up a decedent’s affairs. On a basic level, that entails gathering the decedent’s assets, satisfying the [...]
President-elect Donald Trump has proposed cutting the top marginal income tax rate to 33% as well as eliminating the 3.8% net investment income tax. Mr. Trump has also proposed an overall cap on [...]
As the end of the year approaches, it may be prudent to consider making gifts and taking advantage of annual gift tax exclusions. For 2015, an individual is permitted to gift $14,000 per [...]